Associate Analyst, Paraplanner

Overview

Supports the UK-based Paraplanning team of The Adviser Support Hub (TASH), a UK outsourced administration provider to Independent Financial Advisers, by preparing financial product research and client documentation from Mumbai.

What you'll do

• Collate UK pension and investment product data via email and telephone for analysis.
• Prepare product research to support financial recommendations.
• Compile client-facing research summary documents with accurate presentation of data.
• Prepare new business documents and financial reports.
• Submit business via online portals and update workflow management systems.
• Carry out other duties as assigned.

What you'll need

• Clear and fluent English.
• Strong organisational skills, with the ability to prioritise and a positive, self-motivated attitude.
• Keen eye for detail and a solid grasp of UK grammar.
• IT literacy.
• Motivation for a career in the financial services industry.
• Ability to work within a team and independently, managing your own workflow and tasks efficiently.
• Willingness to keep up to date with UK technical, taxation, legislation, product and provider changes.

Nice to have

• 1-2 years' experience of the UK financial services market, including UK pensions, investments and protection products.
• Working knowledge of one or more research software systems: Selectapension, Synaptics, Defaqto, FE Analytics or Morningstar Workstation (training provided).
• Paraplanning experience within the UK market.

Details

• Location: Goregaon (East), Mumbai.
• Shift: EMEA, 1:30 pm - 10:30 pm IST.
• Reports to: Assistant Manager, Paraplanner.
• Full training on product and research software provided by the UK Paraplanning team.
• Company intends to support successful candidates through six CII-accredited RO exams (RO1 to RO6) leading to a Level 4 Diploma in Regulated Financial Planning.